Financial Adviser
· MILDURA, VIC
Jamie Irvine
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000799
Jamie Irvine is a financial adviser based in Mildura, Victoria, with 19 years of experience in the financial services industry. Jamie is currently authorised under Findex Advice Services Pty Ltd. Jamie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from La Trobe University. Jamie is a member of Finsia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Accounting)
La Trobe University
2007
Superannuation and Retirement Planning
RMIT University
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education
2010
Margin Lending and Geared Investments
Kaplan Professional
2016
Graduate Diploma of Applied Finance
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register